No need to wait for Trump accounts—you can open a 529 college savings plan now

If you expect to pay for your child's education, you don't need to wait to open a Trump Account. You can start now with a 529 ...

Reverse Rollover: Pre-Tax IRA To 401(k) Transfers

Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

Gen Z is nearing 30 — 6 money moves to make using savings accounts, credit cards, apps and more

The U.S. Bank Shield™ Visa® Card offers a generous 0% intro APR for 24 months (after, 16.99% to 27.99% variable APR), which is longer than most on the market, but you must transfer your balance within ...
National Association of Plan Advisors

Case of the Week: RMDs and 5%+ Owners

In response to a call from a financial advisor in Virginia, the ERISA consultants at the Retirement Learning Center (RLC) address a question regarding 5% owners and required minimum distributions ...